Stock Ratings / Industrials / FIX / earnings

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Comfort Systems USA Inc. (FIX) Next Earnings Date & Expected ±10.8% Move

$1,232.66 -7.05% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $1,214.68

Comfort Systems USA Inc. (FIX) carries a Roarable Rating of D+ (Sell) with 56/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record: Scores of 56/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.4% avg 90D alpha vs SPY) →

ROARABLE D+ • SELL / AVOID Cap $46.40B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on FIX Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is FIX stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Comfort Systems USA Inc. (NYSE: FIX) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 56/100 at a spot price of $1,232.66 (-7.05% 1D, market cap $46.40B). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 7/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 9/20, and SEC Balance-Sheet Forensics 11/20. Across 485 tracked Industrials issuers, FIX ranks #174 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does FIX compare to EME and PWR in the Industrials sector?

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Within the Industrials sector (Engineering & Construction), FIX carries a Roarable D+ (56/100 RQD), trailing P/E of 45.4x, gross margin of —, and ROIC of 4.5%. By comparison, EME (EMCOR Group Inc.) holds a C- grade (61/100 RQD, P/E 23.9x, ROIC 27.5%, cap $30.41B) and PWR (Quanta Services Inc.) posts a C grade (65/100 RQD, P/E 89.8x, ROIC 8.4%, cap $93.58B). Among the 5-stock peer group, EME leads on earnings multiple (23.9x) while IESC leads on capital efficiency (34.7% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for FIX?

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Per FIX's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001035983), Comfort Systems USA Inc. generated $1.83B in revenue (-73.9% YoY), $1.02B in net income, and $1.03B in free cash flow against $6.44B in total assets and $139.1M in total debt. Key quantitative strengths: Clean SEC annual filing review with no major hidden accounting time-bombs.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $1,214.66 (-1.46%)🧬 Cannibal Buyback (-0.96% YoY Shares)⚙️ Cash Engine: 14/20 (B-) • 56.3% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 56/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.4% avg 90D alpha vs SPY • 51.8% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D+

2-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk C-

Each axis scored 0–20

12M PRICE TARGET CONE-0.9% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for FIX)Realized 20D OHLCV Swing Band: ±10.8%

Deterministic 5-Pillar Attribution (56/100 Composite)

🔍 WHY FIX SCORES 56/100 (D+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+15/20 pts (27% of score)

Altman Z-Score 8.06 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▲ #2 Bullish Driver: Cash Engine Quality+14/20 pts (25% of score)

SEC XBRL FY 2025 (10-K): 56.3% FCF Margin ($1.03B FCF) & 22% Gross Margin

▼ #1 Drag / Risk Factor: Whale & Options Positioning7/20 pts (-13 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-13 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C+$1,626.64-14.1% Next Q

Q2 (-2Q)

Grade C$1,397.09-7.8% Next Q

Q3 (-1Q)

Grade C$1,288.61-4.3% Next Q

Current

Grade D+$1,232.66-0.4% Hist 90D α

Trajectory: C+ (64) → D+ (56)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the FIX Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 56/100 (D+) score, FIX faces multiple-compression risk if 45.4x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Priced at 45x earnings—high expectations leave less room for a lukewarm quarter.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($1,549.40) or 200D SMA ($1,607.78) invalidates the momentum regime and cuts Target Base ($1,221.57) toward Bear Floor ($952.82).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $FIX• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “FIX Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 56%NO 44%Trade / Inspect Odds →

NEXT EST. WINDOW: Dec 30, 2026 (~57 DAYS)

Historical OHLCV Volatility ±10.8% Swing Band

±$133.13 Expected Swing

MODEL EARNINGS SETUP GAUGE

FIX Quantitative Pre-Earnings Setup: 56/100

Trailing EPS: $29.23 • YoY Revenue Growth: -65%

Model Bullish Setup (56/100)Model Risk Weight (44/100)

Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).

LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

Period	Filed	Revenue	Net Profit	Free Cash Flow	Gross Margin
FY 2025	2025-12-31	$1.83B	$1.02B	$1.03B	22%
FY 2024	2024-12-31	$7.03B	$522.4M	$738.0M	21%
FY 2023	2023-12-31	$5.21B	$323.4M	$405.3M	22%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring FIX)

✓Walkthrough of FIX's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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Join Founding VIP Waitlist (No Card Required) →$100K Arena

FIX // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -34.85%▼ DESCENDING CHANNEL

2026-11-02O $1,345.8H $1,345.8L $1,232.7C $1,232.7VOL 660.6K

RES: $1,770.9SUP: $1,069.7SMA50: $1,549.4SMA200: $1,607.8

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

FIX Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 FIX Butterfly Map → + Track FIX →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

33.8%/yr Implied 5Y Growth

vs. -65.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on FIX today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for FIX. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for FIX today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (FIX)

Industrials Rank #174 of 485 ⚔️ EME vs FIX Full Matrix →

1. Head-to-Head Industrials Peer Comparison (FIX vs. EME, PWR, IESC, ENGS)

Industry: Engineering & Construction (20 Tracked Issuers)

Across 485 tracked Industrials securities in the Roarable RQD universe, Comfort Systems USA Inc. (FIX) ranks #174 by composite RQD confidence (56/100, grade D+) and #37 by equity capitalization ($46.40B). Within this direct 5-issuer industry benchmark cohort, EME leads on earnings valuation at 23.9x trailing P/E, while IESC leads on capital efficiency and profitability with 34.7% ROIC and 25.5% gross margin. PWR currently holds the highest overall quantitative score in the immediate peer group at 65/100 (C) compared with FIX at 56/100 (D+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
FIX ACTIVE Comfort Systems USA Inc.	D+	56/100	45.4x	—	4.5%	-7.05%	$46.40B	Benchmark Subject
EME EMCOR Group Inc.	C-	61/100	23.9x	19.3%	27.5%	-1.42%	$30.41B	/eme-vs-fix →
PWR Quanta Services Inc.	C	65/100	89.8x	15.0%	8.4%	-2.27%	$93.58B	/pwr-vs-fix →
IESC IES Holdings Inc.	D+	58/100	29.8x	25.5%	34.7%	-7.97%	$9.11B	/iesc-vs-fix →
ENGS Energys Group Limited	D	44/100	—	20.4%	—	+1.34%	$242.2M	/engs-vs-fix →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001035983

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Comfort Systems USA Inc. (FIX) reported GAAP revenue of $1.83B (-73.9% vs. FY2024 revenue of $7.03B , and -64.8% cumulative change since FY2023) , GAAP net income of $1.02B, operating cash flow of $1.19B, and free cash flow of $1.03B (+39.8% YoY). On the balance sheet, FIX closed FY2025 with $6.44B in total assets against $139.1M in total debt (Altman Z-Score: 8.06, Piotroski F-Score: 7/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$1.83B	$1.02B	$1.19B	$1.03B	$6.44B	$139.1M
FY2024 (FY)	2024-12-31	$7.03B	$522.4M	$849.1M	$738.0M	$4.71B	$62.3M
FY2023 (FY)	2023-12-31	$5.21B	$323.4M	$639.6M	$405.3M	$25.52B	$5.97B

3. FIX Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is FIX stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does FIX compare to EME and PWR in the Industrials sector?

What are the biggest fundamental strengths and SEC risk factors for FIX?

Where is FIX trading relative to its 50-day, 200-day, and 52-week technical levels?

FIX last traded at $1,232.66 (-7.05% on volume of 765,686 shares), positioning the stock -20.44% below its 50-day simple moving average ($1,549.40) and -23.33% below its 200-day simple moving average ($1,607.78). Across its 52-week range of $841.66 to $2,073.99, FIX sits at the 31.7% percentile with a 14-day RSI of 41.4 (NEUTRAL RANGE) and an implied next-earnings move of ±10.8% ($1,099.53 to $1,365.79).

FIX Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

When is FIX's next earnings date?

Based on SEC filing cadence, Comfort Systems USA Inc. (FIX)'s next quarterly reporting window is estimated around Dec 30, 2026.

How much is FIX stock expected to move on earnings?

Volatility modeling currently projects a ±10.8% event move for FIX, spanning a range between $1099.53 and $1365.79.

Direct Sub-Reports: FIX RQD Cockpit FIX 12M Forecast FIX Earnings & Move FIX Dividends & DRIP FIX Insiders & 13F FIX Whale Options FIX Profit Sankey FIX News & Why

ROARABLE RATING BRIEF • RQD 56/100 (D+) ✓ STAGE-C NUMBER FIREWALL VERIFIED

FIX — Comfort Systems USA Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:11:21Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, FIX scores 56 out of 100, a letter grade of D+, with the verdict "Roarable Sell — Weak Fundamentals / Trim." The five pillars are:

Fundamental Cash Engine: 14 / 20. The rating cites ROIC of 4.5% and an FCF yield of 2.22%. For a prospective investor, this indicates the business generates a modest return on invested capital and a thin free-cash yield relative to the $46.4B market capitalization.
Whale / 13F Flow: 7 / 20. The rating reflects institutional accumulation and options positioning. The source data contains no 13F holdings detail, so this score cannot be traced to specific filers.
Insider Conviction: 11 / 20. The rating reflects SEC Form 4 and Congressional PTR cluster flow. The source data contains no insider transaction records, so this score cannot be traced to specific trades.
Macro Regime Fit: 9 / 20. The rating cites a beta of 1.13 and sector sensitivity, implying above-market price sensitivity to broad moves.
Forensic Balance Sheet: 15 / 20. The rating cites an Altman Z-Score of 8.06, a Piotroski F-Score of 7/9, and Debt/Equity of 0.06. This is the strongest pillar and points to a low-leverage, financially sound balance sheet.

Investor implications: the strongest support in the rating is balance-sheet quality. The weakest is capital efficiency and the valuation context. The stock trades at a P/E (TTM) of 45.4 and an EV/EBITDA of 95, while ROIC is 4.5%. A prospective investor would be paying a premium multiple for a return profile the rating scores as weak. Upside depends on earnings growth outpacing that multiple. The 52-week range of $841.66 to $2073.99 shows the price has moved widely, and the current price of $1326.23 sits well below the high.

Snapshot

Metric	Value
Price	$1326.23
Market Cap	$46.4B
P/E (TTM)	45.4
Forward P/E	42.2
EV/EBITDA	95
EPS (TTM)	29.23
Dividend Yield	0.15%
Beta	1.13
52-Wk Range	$841.66 - $2073.99
ROIC %	4.5%

Business

Comfort Systems USA Inc. is listed on the NYSE in the Industrials sector and the Engineering & Construction industry, per the profile. The source data does not describe its products, customers, or revenue model. Per the market data, gross margin is reported as 0%, operating margin as 11.4%, and net margin as 55.8%. Not available in source data for how the company makes money or to whom it sells.

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$1831.3M	$209.1M	$1022.6M	N/A	$1031.5M	$981.9M	$139.1M
FY 2024	$7027.5M	$749.4M	$522.4M	N/A	$738.0M	$549.9M	$62.3M
FY 2023	$5206.8M	$418.4M	$323.4M	N/A	$405.3M	N/A	$5971.6M

Per the SEC financials, reported revenue falls from $7027.5M in FY 2024 to $1831.3M in FY 2025, while net income rises from $522.4M to $1022.6M. This divergence between revenue and net income is not explained in the source data. The rating cites an Altman Z-Score of 8.06, a Piotroski F-Score of 7/9, and Debt/Equity of 0.06, which together describe a strong balance sheet. ROIC is 4.5% per the market data. The FY 2023 debt figure of $5971.6M contrasts sharply with the FY 2025 figure of $139.1M, and the source data does not explain the change.

Recent Catalysts & News Wire Analysis

Per the recent news feed, six headlines dated within roughly the past 15 hours all relate to FIX. The headlines cover a "Below Fair Value On Cash Flow" framing, a 6.10% move on Oct 6, a "crushing the market" framing, a "more balanced outlook" framing, a Q3 earnings preview, and an intraday move explainer. Each item carries a YELLOW light and a MARKET WIRE impact label. The summaries are generic, and the source data does not give their content. Key catalyst to watch: the Q3 earnings event referenced in one headline. Risk watch items: the headlines describe both price-move and valuation themes without quantified detail. The Butterfly Supply-Chain Graph contains no links and no proprietary signals.

Open Questions

What drives the drop in reported revenue from $7027.5M in FY 2024 to $1831.3M in FY 2025 while net income rose?
Why is gross margin reported as 0% while operating margin is 11.4%, and why is net margin 55.8%?
What explains the change in debt from $5971.6M in FY 2023 to $139.1M in FY 2025?
What are the company's revenue sources, customers, and end markets?
Who are the 13F institutional holders and insider filers behind the whale and insider pillar scores?

FIX Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Comfort Systems USA Inc. (FIX) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to FIX Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 8h ago

Comfort Systems USA (FIX) Stock Looks Below Fair Value On Cash Flow

Yahoo Finance report covering Comfort Systems USA Inc. (FIX) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingKey • 11h ago

Comfort Systems USA Inc Stock (FIX) Moved Up by 6.10% on Oct 6: Drivers Behind the Movement

TradingKey report covering Comfort Systems USA Inc. (FIX) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE The Motley Fool • 14h ago

Comfort Systems USA Is a $1,600 Stock Almost Nobody Owns. Here's Why It Keeps Crushing the Market.

The Motley Fool report covering Comfort Systems USA Inc. (FIX) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Seeking Alpha • 17h ago

Comfort Systems: A More Balanced Outlook, But Still A Buyer

Seeking Alpha report covering Comfort Systems USA Inc. (FIX) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 20h ago

Comfort Systems Stock Before Q3 Earnings: Here's What to Expect

TradingView report covering Comfort Systems USA Inc. (FIX) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 23h ago

Why Did Comfort Systems USA (FIX) Move Today?

Yahoo Finance report covering Comfort Systems USA Inc. (FIX) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 1d ago

Did Record Backlog Just Shift Comfort Systems USA (FIX) Stock Investment Narrative?

Yahoo Finance report covering Comfort Systems USA Inc. (FIX) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Comfort Systems USA (FIX) Stock Price Slides After Q3 Earnings Strength

Yahoo Finance report covering Comfort Systems USA Inc. (FIX) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

FIX Bull vs. Bear Conversation Board — What's Your Call at $1,232.66?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON FIX 🐻 50% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $1,432.33 (+8.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is FIX (D+ • RQD 56/100) a Buy at $1326.23?

Welcome to the FIX (Comfort Systems USA Inc.) Roar Pit. Current RQD Composite is 56/100 (Roarable Sell — Weak Fundamentals / Trim) in Engineering & Construction. Bulls point to operating leverage and sector positioning, while bears focus on valuation multiple compression (45.4x trailing P/E). Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

VA ValDiscipline Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $1,074.25 (-19.0%)

Spot @ $1,326.23

Pump the brakes on FIX — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on FIX, but look at what you are paying: 45.4x trailing P/E with tightening sector spreads. Unless Comfort Systems USA Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

MA MacroHawk_NYC Verified K Arena Trader 🐂 BULLISH 🎯 Target: $1,618.00 (+22.0%)

Spot @ $1,326.23

FIX cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on FIX, the market is fixating on short-term headline noise in Engineering & Construction and ignoring the balance sheet and cash flow trajectory. At $1326.23 (52-wk range $841.66 - $2073.99), any beat on forward guidance forces shorts and underweight funds to chase.